Diageo PLC
DEO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000835403
No open-market purchases or sales by Diageo PLC insiders were filed in the last 90 days; 728 institutions reported holding it in 13F filings for Q2 2026, worth $4.54B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesDGEAF
13F holders, Q3 2025
Institutional positions in Diageo PLC as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 827
- −15 vs. Q2 2025
- Shares held
- 56.0M
- +1.03M (+1.9%) vs. Q2 2025
- Total value
- $5.34B
- −$207.4M (−3.7%) vs. Q2 2025
- New holders
- 83
- 248 more added
- Sold out
- 98
- 342 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 728 | $4.54B |
| Q1 2026 | 747 | $4.07B |
| Q4 2025 | 798 | $4.68B |
| Q3 2025 | 827 | $5.34B |
| Q2 2025 | 854 | $5.55B |
| Q1 2025 | 891 | $5.79B |
| Q4 2024 | 970 | $7.43B |
| Q3 2024 | 965 | $8.32B |
| Q2 2024 | 951 | $7.40B |
| Q1 2024 | 1,016 | $8.79B |
| Q4 2023 | 1,011 | $8.07B |
| Q3 2023 | 957 | $8.20B |
| Q2 2023 | 1,001 | $9.65B |
| Q1 2023 | 1,016 | $10.0B |
| Q4 2022 | 1,019 | $9.32B |
| Q3 2022 | 968 | $8.84B |
| Q2 2022 | 1,000 | $9.66B |
| Q1 2022 | 1,028 | $11.1B |
| Q4 2021 | 1,056 | $12.0B |
| Q3 2021 | 939 | $10.4B |
| Q2 2021 | 955 | $11.0B |
| Q1 2021 | 932 | $9.73B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 2,234 | $213.2K | 0.06% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 2,204 | $210.3K | 0.08% | +2,204 | New |
| Avidian Wealth Solutions, LLC | 2,171 | $207.2K | 0.01% | +14+0.6% | Added |
| Buckingham Strategic Partners | 2,168 | $206.7K | 0.00% | +10.0% | Added |
| Deutsche Bank AG | 2,155 | $205.7K | 0.00% | +1,340+164.4% | Added |
| NBC Securities, Inc. | 2,147 | $204.9K | 0.02% | +906+73.0% | Added |
| Bradley Foster & Sargent Inc | 2,137 | $203.9K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,103 | $200.7K | 0.03% | −348−14.2% | Reduced |
| Cullinan Associates Inc | 2,100 | $200.4K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,080 | $200.3K | 0.01% | −266−11.3% | Reduced |
| Caldwell Trust Co | 1,983 | $189.2K | 0.02% | −207−9.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,921 | $183.3K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,725 | $164.6K | 0.06% | +885+105.4% | Added |
| IFP Advisors, Inc | 1,725 | $164.6K | 0.00% | +316+22.4% | Added |
| LOM Asset Management Ltd | 1,700 | $162.0K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,624 | $155.0K | 0.11% | +966+146.8% | Added |
| CX Institutional | 1,611 | $154.0K | 0.00% | +617+62.1% | Added |
| Harbour Investments, Inc. | 1,600 | $152.7K | 0.00% | +8+0.5% | Added |
| Creative Financial Designs Inc | 1,592 | $151.9K | 0.01% | +6+0.4% | Added |
| Hara Capital LLC | 1,585 | $151.3K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,507 | $144.0K | 0.00% | +5+0.3% | Added |
| GAMMA Investing LLC | 1,500 | $143.1K | 0.01% | −431−22.3% | Reduced |
| Adalta Capital Management LLC | 1,420 | $135.5K | 0.06% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,406 | $134.2K | 0.01% | +392+38.7% | Added |
| Cary Street Partners Financial LLC | 1,343 | $128.2K | 0.00% | −2,910−68.4% | Reduced |
| Crewe Advisors LLC | 1,270 | $121.2K | 0.01% | +1,256+8,971.4% | Added |
| Parkside Financial Bank & Trust | 1,158 | $110.5K | 0.01% | −183−13.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,110 | $105.9K | 0.00% | −124−10.0% | Reduced |
| Central Pacific Bank - Trust Division | 1,100 | $105.0K | 0.01% | −11,001−90.9% | Reduced |
| CVA Family Office, LLC | 1,100 | $105.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,045 | $100.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,019 | $97.2K | 0.00% | +962+1,687.7% | Added |
| Kimelman & Baird, LLC | 1,000 | $95.4K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,000 | $95.4K | 0.01% | +1,000 | New |
| Webster Bank, N. A. | 990 | $94.5K | 0.01% | −75−7.0% | Reduced |
| Legacy Bridge, LLC | 935 | $89.2K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $88.7K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 900 | $85.9K | 0.05% | −450−33.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 886 | $84.5K | 0.04% | +604+214.2% | Added |
| Accredited Wealth Management, LLC | 450 | $81.9K | 0.06% | −383−46.0% | Reduced |
| Ameritas Advisory Services, LLC | 823 | $78.5K | 0.01% | −248−23.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 805 | $76.8K | 0.01% | +805 | New |
| Rakuten Securities, Inc. | 752 | $71.8K | 0.03% | +667+784.7% | Added |
| Binnacle Investments Inc | 747 | $71.3K | 0.04% | +49+7.0% | Added |
| GHP Investment Advisors, Inc. | 657 | $62.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 657 | $62.7K | 0.00% | +517+369.3% | Added |
| Westfuller Advisors, LLC | 644 | $61.5K | 0.03% | +644 | New |
| Pinnacle Bancorp, Inc. | 593 | $56.6K | 0.02% | −250−29.7% | Reduced |
| Blume Capital Management, Inc. | 570 | $54.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 566 | $54.0K | 0.00% | −571−50.2% | Reduced |
| Barclays PLC | 523 | $49.9K | 0.00% | +386+281.8% | Added |
| Salomon & Ludwin, LLC | 502 | $48.3K | 0.00% | +54+12.1% | Added |
| Atlantic Trust, LLC | 500 | $47.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 485 | $46.3K | 0.03% | −34−6.6% | Reduced |
| NBT Bank N A | 450 | $42.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 437 | $41.7K | 0.01% | −2−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 421 | $40.2K | 0.00% | −3−0.7% | Reduced |
| GGM Financials LLC | 380 | $36.3K | 0.02% | +380 | New |
| Larson Financial Group LLC | 380 | $36.2K | 0.00% | −88−18.8% | Reduced |
| Country Trust Bank | 379 | $36.2K | 0.00% | +129+51.6% | Added |
| Salem Investment Counselors Inc | 373 | $35.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $35.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 358 | $34.1K | 0.01% | −253−41.4% | Reduced |
| Financial Network Wealth Advisors LLC | 347 | $33.1K | 0.04% | −56−13.9% | Reduced |
| Medallion Wealth Advisors, LLC | 340 | $32.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 331 | $31.6K | 0.01% | +31+10.3% | Added |
| Texas Capital Bancshares Inc | 331 | $31.6K | 0.01% | +331 | New |
| Tortoise Investment Management, LLC | 325 | $31.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 311 | $29.7K | 0.00% | −447−59.0% | Reduced |
| Bell Investment Advisors, Inc | 311 | $29.7K | 0.00% | +19+6.5% | Added |
| Piscataqua Savings Bank | 308 | $29.4K | 0.02% | −90−22.6% | Reduced |
| Kentucky Trust Co | 300 | $28.6K | 0.02% | −350−53.8% | Reduced |
| Accent Capital Management, LLC | 300 | $28.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $28.6K | 0.01% | +300 | New |
| Truvestments Capital LLC | 289 | $27.6K | 0.00% | +4+1.4% | Added |
| McIlrath & Eck, LLC | 285 | $27.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 279 | $26.6K | 0.00% | +272+3,885.7% | Added |
| Sittner & Nelson, LLC | 278 | $26.5K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 273 | $25.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 260 | $24.8K | 0.00% | −309−54.3% | Reduced |
| Barrett & Company, Inc. | 260 | $24.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 250 | $23.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 250 | $23.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 244 | $23.3K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 234 | $22.3K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 234 | $22.3K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 233 | $22.2K | 0.02% | +233 | New |
| Financial Perspectives, Inc | 214 | $20.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 207 | $19.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 203 | $19.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $19.1K | 0.01% | −200−50.0% | Reduced |
| Thompson Investment Management, Inc. | 200 | $19.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $19.1K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 198 | $18.9K | 0.01% | +198 | New |
| Oakworth Capital, Inc. | 181 | $17.3K | 0.00% | −7−3.7% | Reduced |
| VSM Wealth Advisory, LLC | 181 | $17.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 180 | $17.2K | 0.00% | −150−45.5% | Reduced |
| Hilltop National Bank | 179 | $17.1K | 0.00% | −965−84.4% | Reduced |
| MTM Investment Management, LLC | 179 | $17.1K | 0.01% | 00.0% | Unchanged |